Anic Equity¶
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Total return since start: 0.552 %¶
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Equity now: -----------------------------> 47394.59 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45999.68 Kr¶
PnL: ---------------------------------------> -888.89 Kr¶
DD now: ---------------------------------> -2.54 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-19 11:07:09.420081'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -2.810000 | 3057.600000 | 86.600000 | 2.910000 | 2971.000006 |
| HEBA B | 70 | -3.240000 | 2719.500000 | 83.500000 | 3.170000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 0.000000 | 3005.000000 | 78.000000 | 2.660000 | 2927.000000 |
| Corem Property Group B | 59 | -1.020000 | 631.300000 | 54.300000 | 9.410000 | 576.999999 |
| SAAB B | 8 | 0.560000 | 3420.800000 | 43.800000 | 1.300000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -6.750000 | 395.000000 | 40.000000 | 11.270000 | 355.000000 |
| OEM International B | 7 | -1.120000 | 555.100000 | 27.100000 | 5.130000 | 527.999997 |
| Norva24 Group | 16 | -1.230000 | 565.120000 | 22.120000 | 4.070000 | 543.000000 |
| MedCap | 2 | -1.790000 | 438.000000 | 17.000000 | 4.040000 | 421.000000 |
| HMS Networks | 2 | -3.370000 | 687.200000 | 14.200000 | 2.110000 | 673.000000 |
| Eastnine | 4 | -0.630000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| Intrum | 4 | -2.210000 | 540.600000 | 13.600000 | 2.580000 | 527.000000 |
| Coor Service Management Hold. | 8 | -1.380000 | 544.000000 | 12.000000 | 2.260000 | 532.000000 |
| AcadeMedia | 12 | -0.840000 | 564.240000 | 7.240000 | 1.300000 | 557.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 568.050000 | 6.050000 | 1.080000 | 562.000005 |
| Boozt | 12 | -3.690000 | 1659.600000 | 5.600000 | 0.340000 | 1653.999996 |
| Swedbank A | 3 | -0.240000 | 565.800000 | 1.800000 | 0.320000 | 564.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.830000 | 246.960000 | 0.960000 | 0.390000 | 246.000000 |
| Securitas B | 6 | -0.650000 | 570.600000 | 0.600000 | 0.110000 | 570.000000 |
| Creaspac SPAC | 6 | -0.410000 | 576.600000 | -0.400000 | -0.070000 | 577.000002 |
| Essity B | 2 | 0.600000 | 573.600000 | -0.400000 | -0.070000 | 574.000000 |
| Handelsbanken A | 5 | 0.690000 | 544.750000 | -1.250000 | -0.230000 | 546.000000 |
| Resurs Holding | 22 | -1.220000 | 572.220000 | -1.780000 | -0.310000 | 573.999998 |
| Essity A | 4 | 0.170000 | 1146.000000 | -3.000000 | -0.260000 | 1149.000000 |
| Midsona B | 63 | 0.000000 | 574.560000 | -8.440000 | -1.450000 | 582.999984 |
| Karnov Group | 9 | -0.340000 | 526.500000 | -9.500000 | -1.770000 | 536.000004 |
| CTEK | 13 | -2.700000 | 519.220000 | -14.780000 | -2.770000 | 533.999999 |
| Nordea Bank Abp | 29 | -0.390000 | 3426.060000 | -27.940000 | -0.810000 | 3453.999992 |
| Vivesto | 1368 | -3.070000 | 552.400000 | -60.600000 | -9.890000 | 612.999432 |
| International Petroleum Corp. | 5 | -4.820000 | 533.500000 | -61.070000 | -10.270000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.370000 | 3752.000000 | -98.000000 | -2.550000 | 3850.000000 |
| Axfood | 13 | -0.570000 | 3607.500000 | -148.500000 | -3.950000 | 3756.000001 |
| OX2 | 18 | -2.420000 | 1490.400000 | -173.600000 | -10.430000 | 1663.999992 |
| Fasadgruppen Group | 35 | 1.220000 | 3489.500000 | -321.500000 | -8.440000 | 3810.999990 |
| Ovzon | 52 | -3.660000 | 2875.600000 | -486.400000 | -14.470000 | 3361.999992 |
| TOTAL | 45999.680000 | -888.890000 | -2.54021% | 46888.564618 |
Updated:¶
'2023-01-19 11:07:22.195943'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
